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RFP Template: Investment Consulting Services
It is always a challenge to make sure you are hiring the right investment consultant for your insurer or risk pool.
Whether you utilize a formal RFP as part of the process or not, it is always good to know some of the best questions to ask.
As a resource, SAA has developed a complimentary ‘best practices’ Investment Consulting Services RFP template for your reference.
This document is only intended for demonstrative purposes only. Always contact a professional before making any investment-related decision.